Carl Stuart Investment Advisor

Carl Stuart Investment Advisor as of June 30, 2022

Portfolio Holdings for Carl Stuart Investment Advisor

Carl Stuart Investment Advisor holds 25 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Equity (VTI) 45.2 $52M 267k 194.83
Ishares Gold Tr Ishares Equity (IAU) 18.8 $22M 655k 33.07
Vanguard Index Funds S&p 500 Etf Equity (VOO) 17.8 $21M 57k 357.50
Vanguard Total International Stock Etf Equity (VXUS) 7.6 $8.7M 170k 51.43
Vanguard Mid-cap Growth Etf Equity (VOT) 2.7 $3.1M 17k 183.75
Apple Incorporated Equity (AAPL) 1.3 $1.5M 10k 146.36
Exxon Mobil Corporation Equity (XOM) 1.2 $1.4M 16k 85.95
Amazon Com Incorporated Equity (AMZN) 0.7 $788k 6.8k 116.40
Berkshire Hathaway Incorporated Del Class B Equity (BRK.B) 0.5 $603k 2.2k 279.43
Microsoft Corporation Equity (MSFT) 0.4 $509k 1.9k 268.32
Automatic Data Processing Incorporated Equity (ADP) 0.4 $491k 2.3k 216.49
Conocophillips Equity (COP) 0.4 $485k 5.6k 86.34
Johnson & Johnson Equity (JNJ) 0.3 $371k 2.1k 178.71
Chevron Corporation Equity (CVX) 0.3 $293k 2.0k 143.49
Qualcomm Incorporated Equity (QCOM) 0.2 $269k 2.0k 134.50
Vanguard Ftse All-world Ex-us Etf Equity (VEU) 0.2 $264k 5.3k 49.73
Pepsico Incorporated Equity (PEP) 0.2 $263k 1.5k 170.45
Phillips 66 Equity (PSX) 0.2 $236k 2.9k 82.43
General Mls Incorporated Equity (GIS) 0.2 $232k 3.1k 75.55
3m Company Equity (MMM) 0.2 $226k 1.7k 129.89
Norfolk Southn Corporation Equity (NSC) 0.2 $222k 971.00 228.63
Home Depot Incorporated Equity (HD) 0.2 $221k 770.00 287.01
Applied Matls Incorporated Equity (AMAT) 0.2 $217k 2.4k 90.80
Disney Walt Company Equity (DIS) 0.2 $209k 2.2k 97.21
Amgen Incorporated Equity (AMGN) 0.2 $207k 836.00 247.61